Discipline Wealth Solutions, LLC
Position in EOS — Eaton Vance Enhanced Equity Income Fund II
CIK 2010507
GREENVILLE, SC
Position in EOS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$241,756
-$71,727 QoQ
Shares Held
10,969
-18.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#87
of 138 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Discipline Wealth Solutions, LLC holds $2,866,139 across 4 Asset Management names. EOS ranks #4 (8.4% of the industry book) .
All Filings in EOS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,756 | 10,969 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $313,483 | 13,391 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $260,406 | 10,882 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||